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Similar to Higher Ed Boot Camp: Review of New Features
Similar to Higher Ed Boot Camp: Review of New Features (20)
Higher Ed Boot Camp: Review of New Features
- 1. NetCommunity New Feature Review
Margo Anderson – Internet Solutions Client Manager
Margo Anderson, Client Manager | Page #1 © 2008 Blackbaud
THIS MATERIAL IS STRICTLY CONFIDENTIAL.
The information contained in this document, and any attachments thereto, is owned by Blackbaud and is strictly confidential. Unauthorized use, disclosure, or copying of such information is strictly prohibited.
If the reader of this document is not the intended recipient, please notify Blackbaud immediately by calling (800) 443-9441 and destroy all copies of this document and any attachments.
© 2008 Blackbaud
- 2. Remove distractions from your environment
Close mail or other programs you may have opened other
than Live Meeting
Respond to the polls and questions
Raise your hand electronically to ask a question
“Netiquette”
Margo Anderson, Client Manager | Page #2 © 2008 Blackbaud
Raise your hand electronically to ask a question
Mute your phone
- 3. Today’s Session Agenda
• Introductions
• New Features
• Scheduled Emails
• Conditional Email Content
• Events Calendar
Margo Anderson, Client Manager | Page #3 © 2008 Blackbaud
• Directory
• Content Comparison
• User Interface
• Common Form
• Questions
- 4. About the Host
Margo Anderson
Internet Solutions Client Manager
• Manager of Blackbaud’s internet solutions
service bureau offering (Data Management
Services for Internet Solutions)
Passionate about online fundraising
Margo Anderson, Client Manager | Page #4 © 2008 Blackbaud
Passionate about online fundraising
and email marketing
5 years of experience working with
Blackbaud NetCommunity
Loves the outdoors!
- 6. Scheduled Emails
Ability to send out emails on a recurring basis to email lists
Email lists can be based on:
• Raiser’s Edge constituents (ie. dynamic/static queries)
Margo Anderson, Client Manager | Page #6 © 2008 Blackbaud
• Raiser’s Edge constituents (ie. dynamic/static queries)
• NetCommunity Users
• Imported Lists
• User defined lists
- 7. Scheduled Emails: How To...
Create your email list in BBNC (Constituent,
NetCommunity Users, Imported List, etc.)
Create an email template (tip: use merge fields to
personalize!)
Margo Anderson, Client Manager | Page #7 © 2008 Blackbaud
- 8. Scheduled Emails: How To...
Create your scheduled email!
Margo Anderson, Client Manager | Page #8 © 2008 Blackbaud
- 9. Scheduled Emails: Tips
Base your scheduled email on a dynamic query in The
Raiser’s Edge
Use this feature to recognize dates like birthdays or
anniversaries (like the anniversary of their first gift)
Margo Anderson, Client Manager | Page #9 © 2008 Blackbaud
anniversaries (like the anniversary of their first gift)
Turn your scheduled email into a marketing strategy:
• Send out a “welcome” when a user first signs up
• Follow up after 1 week asking them to complete a full profile
• Follow up after 2 weeks sharing more info about the annual campaign
• Follow up after 3 weeks asking for an online donation
- 11. Conditional Content
Ability to customize
content
(message/images/link
s, etc.) in an email
message, for a query
or email list.
Margo Anderson, Client Manager | Page #11 © 2008 Blackbaud
or email list.
Can be used in
messages, templates,
newsletters, etc.
- 12. Conditional Content: How To...
In the email editor click the
“Insert Conditional Content”
button
Name your conditional block
Add one/many conditions to
Margo Anderson, Client Manager | Page #12 © 2008 Blackbaud
Add one/many conditions to
your condition block (below) –
click “Add Condition” (note:
there is a default condition if no
other condition can be met)
- 13. Conditional Content: How To...
Create your condition type (Raiser’s Edge query or BBNC
list) and content
Margo Anderson, Client Manager | Page #13 © 2008 Blackbaud
- 14. Conditional Content: How To...
Your condition block will end up looking like this:
Margo Anderson, Client Manager | Page #14 © 2008 Blackbaud
Order conditional statements using the blue arrows. Note:
only one piece of conditional content will display.
- 15. Conditional Content: How To...
Once you send, you can view results for each condition:
Margo Anderson, Client Manager | Page #15 © 2008 Blackbaud
- 16. 1. Goal: Better engage constituents and build relationship
2. Create RE Queries on Message Segments (Alumn,
Faculty Member, Board Members)
3. (Optional: Create BBNC Email Lists related to each RE
Conditional Content – Example: Welcome
Margo Anderson, Client Manager | Page #16 © 2008 Blackbaud
Query)
4. Create Welcome Message Content for each segment
5. Create Email Message
6. Setup Conditional Content for each segment.
- 19. Directory Update
With the Directory part, you can publish directories that pull information from
queries in The Raiser’sEdge. For example, a query can include alumni who
graduated in a specific year. In version 6.15, users can now click a
column heading in the directory results to sort the information in
ascending or descending alphabetical order. To view all directory
results, users can click Expand All.
Margo Anderson, Client Manager | Page #19 © 2008 Blackbaud
- 21. Event Calendar Update
Event Calendar
You can now Import Multiple Events to add multiple
events to the calendar at once.
On the Select import file screen, in the File field, users
browse to a *.csv file that contains header columns and the
Margo Anderson, Client Manager | Page #21 © 2008 Blackbaud
browse to a *.csv file that contains header columns and the
values to import. Only the Start Date, End Date, and Event
Title fields are required.
- 22. Event Calendar Update
Event Calendar Group
For each calendar you include in the group or highlights, you
can select color and icons for the events in the group
Margo Anderson, Client Manager | Page #22 © 2008 Blackbaud
- 23. Content Comparison (an oldie, but a goodie)
With the Content Comparison part, you can measure the
effectiveness of different appeals to your website users.
How to…
• Create up to 6 Formatted Text and Images parts to promote an
event .
• Create the Content Comparison part and add the parts and select a
Margo Anderson, Client Manager | Page #23 © 2008 Blackbaud
• Create the Content Comparison part and add the parts and select a
target page, such as a page with an event registration form.
• Place the Content Comparison part on a page.
• It randomly displays the Formatted Text and Images parts to website
users and tracks the click-through rate to the target page.
• The comparison continues until enough users click through to the
target page for the Content Comparison part to achieve statistical
significance.
- 26. A Word From Our Sponsor
DMS for Internet Solutions allows nonprofits with our Internet products to offload recurring, ongoing functions
associated with web/email management and day-to-day operations.
Data Services Email Management
• Assistance in processing Blackbaud
NetCommunity transactions within The Raiser’s
Edge.
• Configuring The Raiser’s Edge to support new
Blackbaud NetCommunity parts
• Reporting and List Generation Services
• Segmentation and list preparation
• Split testing
• Copy editing (including conditional email
content)
• Email template development
• Email testing
Margo Anderson, Client Manager | Page #26 © 2008 Blackbaud
• Reporting and List Generation Services • Email testing
• Opt-out and Bounce management
Content Management Online Strategic Oversight
• Copy editing
• Create new pages and templates
• Configure and style Blackbaud NetCommunity
parts
• Maintain and update information architecture
• Refresh content and images (i.e., replace
expired content)
• Share Blackbaud NetCommunity best practices
in relation to the organization’s audience and
organizational priorities
• Provide quarterly updates of internet trends
and evolving technologies that impact the
organization’s business objectives
• Maintain web presence on the leading-edge of
solution functionality
• Distribute monthly analytics reports of relevant
web and email metrics
